See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,495 | $77,899+25.2% | $149,673-34.9% | $75,163+29.7% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 22.99% | 31.72%-8.7pp | 134.42%-111.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $5,828 | $3,137+85.8% | $4,818+21.0% | $2,670+118.3% |
| Participant deferral / active EE | $5,501 | $3,411+61.3% | $5,680-3.1% | $4,125+33.4% |
| Admin fee / account holder | $3,107 | $5,956-47.8% | $13,210-76.5% | $5,651-45.0% |